| TDG |
Report |
Q3 net sales |
BEAT |
pred ~$2.70B vs. cons $2.66B |
MEDIUM |
| TDG |
Report |
Q3 EBITDA As Defined |
BEAT |
pred ~$1.42B vs. cons $1.39B |
MEDIUM |
| TDG |
Report |
Q3 adjusted EPS |
BEAT |
pred ~$10.42 vs. cons $10.15 |
MEDIUM |
| TDG |
Guide |
Net sales guidance |
BETTER |
guide ~$10.50B vs. cons $10.40B (FY2026) |
MEDIUM |
| TDG |
Guide |
EBITDA As Defined guidance |
BETTER |
guide ~$5.50B vs. cons $5.44B (FY2026) |
MEDIUM |
| TDG |
Guide |
Adjusted EPS guidance |
BETTER |
guide ~$40.45 vs. cons $40.08 (FY2026) |
MEDIUM |
| TDG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| TDG |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
The FY2026 adjusted EPS guide of ~$40.45 vs. consensus $40.08 implies Q4 adjusted EPS of roughly $11.94 vs. consensus $11.66 after the predicted Q3 result, supporting positive estimate revisions rather than an earnings-day fade. |
MEDIUM |